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David F. Deckelman

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CRD#: 1084670
DD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Francis Deckelman, who also goes by David Franklin Deckelman, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1983. David had worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Franklin Deckelman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 7, 2007 - April 30, 2018

BAKER & CO., INCORPORATED

RIA
CRD#: 5835
ROCKY RIVER, OH
Past

May 20, 1994 - July 17, 1995

ROULSTON RESEARCH CORP.

BD
CRD#: 3235
CLEVELAND, OH
Past

November 30, 1989 - April 30, 2018

BAKER & CO., INCORPORATED

BD
CRD#: 5835
ROCKY RIVER, OH
Past

February 24, 1983 - April 15, 1994

BAKER & CO., INCORPORATED

BD
CRD#: 5835
ROCKY RIVER, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BAKER & CO., INCORPORATED
BAKER & CO., INCORPORATED
BAKER & CO., INCORPORATED | D. L. BAKER & CO., INCORPORATED | D L BAKER & CO INCORPORATED DBA BAKER & CO INCORPORATED

CRD#: 5835 / SEC#: 801-67585, 8-16555

BD
Terminated by SEC on 03/04/2023
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Contact information


Main Address
19111 Detroit Rd Suite 100, Rocky River, OH 44116
Mailing Address
Phone number
(216) 696-0167
Established
Ohio since 05/28/1971
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
6

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HENAHAN, MELISSA JANECHAIRWOMAN, VICE PRESIDENT TREASURER SECRETARY CHIEF FINANCIAL OFFICER DIRECTOR CHIEF COMPLIANCE OFFICER859444
GALLAGHER, KIMBERLY MAUDESHAREHOLDER,DIRECTOR3010151

Regulatory assets under management


Total Number of Accounts67
AUM (Assets Under Management)$ 64,200,000

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BAKER & CO., INCORPORATED

BAKER & CO., INCORPORATED

CRD#: 5835

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